See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,657 | $148,534-73.3% | $135,903-70.8% | $139,434-71.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 15.70% | 79.19%-63.5pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,098 | $5,243-60.0% | $4,856-56.8% | $4,751-55.8% |
| Participant deferral / active EE | $4,552 | $8,100-43.8% | $7,758-41.3% | $6,710-32.2% |
| Admin fee / account holder | $6,076 | $12,400-51.0% | $10,762-43.5% | $11,403-46.7% |